Houston Business Journal and the Leading Edge Alliance Honor Non-CPA Owner

Karen Love

Karen Love

Karen Love, director of practice growth at Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) of Houston, was honored in the Houston Business Journal’s C-Suite awards as Top Chief Marketing Officer. The next week, she was chosen for the Leading Edge Alliance’s On the Edge Innovation award, alongside two others.

Top Chief Marketing Officer is awarded to the individual who achieved exemplary growth in their company through their marketing initiatives. Love is also a finalist in the Houston Business Journal’s Women Who Mean Business awards.

Love was chosen for the Leading Edge Alliance On the Edge Innovation award for her impact on the marketing function of public accounting, helping to elevate it from an administrative-level task to a strategic and executive imperative.

“As she elevated the marketing function of public accounting, she elevated those around her as well, whether those people were CPAs or fellow marketers who she has taught and mentored,” says Karen Kehl-Rose, president, Leading Edge Alliance.

Tanner LLC Admits Griffiths to Partner

Dan Griffiths

Dan Griffiths

Tanner LLC (FY16 net revenue of $24.7 million) of Salt Lake City, announced the promotion of Dan Griffiths to partner of strategy and leadership.

Griffiths has 12 years of experience serving private companies, municipalities and family owned businesses in leadership development, business strategy and succession planning. He facilitates over 75 board and executive team off-site retreats around the country each year.

White Nelson Diehl Evans Acquires Zarrinkelk Kashefipour & Co.

Effective Nov. 1, Irvine, Calif.-based White Nelson Diehl Evans (FY16 net revenue of $23 million) has acquired Zarrinkelk Kashefipour & Co., also of Irvine. The staff at ZKCO, an accounting, tax and business advisory firm, plan to relocate to WNDE’s headquarters.

WNDE was founded 90 years ago and has more than 3,000 business clients and 3,500 individual clients.

“ZKCO is a respected firm in our industry, with a long history of providing high-quality tax, accounting and financial consulting services to privately held businesses and high-net worth individuals,” says Paul Treinen, co-MP at WNDE. “We’re excited to join forces because we believe that it will allow our combined staff to continue to provide a wider array and a more in-depth level of services to a more expanded and diverse client base.”

“Joining the WNDE team will allow us to continue our tradition of excellent service, deep expertise and a supportive environment for our clients and associates,” says Majid Zarrinkelk, ZKCO partner.

KROST Expands Service Offerings with the Addition of Knadjian as Practice Leader

Pasadena, Calif.-based KROST CPAs & Consultants (FY16 net revenue of $25.6 million), an INSIDE Public Accounting 2017 Best of the Best firm, welcomed Paren Knadjian who will head up the firm’s mergers and acquisitions and capital markets service line as practice leader.

Knadjian has 30 years combined experience in mergers and acquisitions, completing more than 50 transactions on both the buy and sell side, as well as equity and debt financing expertise. Additionally, he was CEO and COO of two software as a service (SaaS) companies and CFO to companies in the health care, marketing, e-commerce and entertainment industries. He also has personal experience in M&A having co-founded two companies that were successfully sold to trade buyers.

“Strategically, we could not be happier to have Paren on board. While providing more services to our clients through the development of new practices is always our goal, we really waited until we were perfectly positioned and found the absolute best fit for the team,” says Greg Kniss, managing principal. “Paren brings a wealth of wisdom and knowledge to the firm, and his energy is unbelievable. He’s already hit the ground running. We are at ease knowing our clients’ needs and interests, as always, come first and they are in the best hands with Paren.”

“Being a member of KROST’s talented team of experts across the board in tax, accounting, audit and corporate tax incentives, I now have the ability to develop a new, elevated model of excellence in M&A advisory and professional consulting services,” says Knadjian. “Throughout my career I have helped companies grow and thrive, and now I am thrilled to connect with KROST clients, present and future, to apply my knowledge and passion to their unique situation.”

LaPorte CPAs & Business Advisors Acquires Lanaux & Felger

Metairie, La.-based LaPorte CPAs & Business Advisors (FY16 net revenue of $26.5 million) will acquire Lanaux & Felger of Houma, La., on Dec. 1.

Lanaux & Felger was established in 1979. Once the merger is complete, LaPorte will have more than 180 employees.

The firms will consolidate in a new location in Houma following the merger. Lanaux & Felger principals Thomas Lanaux and Mark Felger will assume key leadership roles as directors in LaPorte.

“We will be able to offer our clients additional services and resources as well as sophisticated technical support to address the needs of working in an increasingly complex industry environment,” says Lanaux.

Keiter Admits Ramage and Sledd as Partners

Charlotte Ann Ramage

Charlotte Ann Ramage

Keiter (FY16 net revenue of $25.5 million) of Glen Allen, Va., has admitted Charlotte Ann Ramage and Andrew Sledd as partners.

Ramage worked for Keiter clients for more than four years and has more than 19 years of experience. Ramage is a member of Keiter’s family, executive and entrepreneur advisory services team and works closely with individuals and family offices on various tax compliance, consulting and estate planning needs.

Andrew Sledd

Andrew Sledd

Sledd has more than 10 years of experience providing audit and consulting services to clients in the financial services, real estate, hospitality and not-for-profit industries. Sledd is a member of Keiter’s financial services industry team and specializes in auditing broker dealers in securities, registered investment advisers and investment companies and funds.

Windham Brannon Promotes Morris to Principal

Anne Morris

Anne Morris

Windham Brannon (FY2016 net revenue of $24.6 million) of Atlanta has promoted Anne Morris to principal. Morris joined Windham Brannon in 2001 and leads the employee benefit plan practice and not-for-profit practice.

“I’m so proud of how much Anne has accomplished and the positive impact she’s had on our clients and our team,” says Heidi LaMarca, MP. “We take great pride in fostering our employees’ growth to help them reach their fullest potentials. And, it’s especially fulfilling to see talent, like Anne, continue to flourish and grow into true leaders at the firm.”

Dean Dorton Welcomes Horn as Associate Director of Tax Services

Lexington, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $27.3 million) welcomed Erica Horn as an associate director of tax services.

Horn has more than 27 years of experience in Kentucky as an attorney and CPA. She has represented clients regarding nearly all of Kentucky’s taxes and fees including income, sales and use, property and severance taxes. Horn has successfully appealed assessments issued by taxing authorities and pursued refund claims for her clients, saving them millions of dollars in Kentucky taxes.

“With Erica joining Dean Dorton we are significantly strengthening our capability to serve the fast-growing corporate and private-equity sectors,” says David Bundy, president and CEO. “As state and local taxes continue to change in Kentucky and throughout the country, Erica’s vast knowledge and experience will help us deliver comprehensive expertise that enables clients to make smarter strategic decisions.”

“I look forward to working with Dean Dorton leadership to expand our state and local tax services,” says Horn. “The firm has tremendous vision and continues to expand its depth and breadth of expertise, important for our clients and the region.”

Mercadien Promotes Maruca to Managing Director

Joseph Maruca

Joseph Maruca

Joseph Maruca has been promoted to managing director of The Mercadien Group (FY16 net revenue of $24.4 million) of Hamilton, N.J., and principal in Mercadien PC CPAs.

Maruca, a senior member of the firm’s audit and accounting and private company services groups, has been with Mercadien for 12 years.

Maruca specializes in working with the senior management and boards of directors of closely held companies in the manufacturing, professional services, sports and entertainment, and nonprofit sectors. He provides financial and strategic consulting expertise, as well as various audit services, to help clients run their organizations more effectively and efficiently.

Abdo Eick & Meyers Promotes Cinnamon to COO

Jana Cinnamon

Jana Cinnamon

Edina, Minn.-based Abdo Eick & Meyers (FY16 net revenue of $21.8 million) promoted Jana Cinnamon to chief operating officer.

In this newly created role, Cinnamon will be responsible for operations of both the Edina and Mankato, Minn., locations and report directly to MP Steve McDonald. Prior to this role, Cinnamon was the firm’s talent manager and oversaw both talent recruitment and retention.

“Jana is a seasoned and trusted member of our team who consistently delivers results. We believe Jana’s new role will allow her to continue to help push the firm into the next phase,” says McDonald.